Aflac Inc vs Manulife Financial Corp

Aflac Inc (AFL) is slightly undervalued and Manulife Financial Corp (MFC) is overvalued.

Against our estimates of intrinsic value, AFL trades at the wider discount: a margin of safety of +19%, against -30% for MFC.

Values as of the 22 Sept 2026 close.

Aflac Inc (AFL)

Book value at 2.50x, the multiple a 16.9% return on equity justifies, blended with earnings, values the shares at $140.75; the price of $114.60 is 19% below that value.

Leak Score 62/100 on 9 of 12 signals

Manulife Financial Corp (MFC)

Book value at 1.57x, the multiple a 13.0% return on equity justifies, blended with earnings, values the shares at $33.92; the price of $44.17 is 30% above that value.

Leak Score 43/100 on 3 of 12 signals

MetricAFLMFC
VerdictSlightly undervaluedOvervalued
Price$114.60$44.17
Intrinsic value$140.75$33.92
Margin of safety+19%-30%
Leak Score62/100 (9/12)43/100 (3/12)
Market cap$57.5B$73.3B
Revenue growth, 5 years-5.0%-5.5%
Operating margin33.4%15.2%
Net margin26.9%9.5%
Return on equity16.9%13.0%
Debt to equity0.290.27
P/E12.3x16.5x
Forward P/E15.2x12.2x
P/B1.9x2.3x
Dividend yield2.1%3.1%

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